Caroline Deanna Rees
Financial Adviser in Fortitude Valley, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001245722
- Location
- Fortitude Valley QLD 4006
- Licensee
- Horsey Jameson Bird Pty. Ltd. (AFSL 222029)
- Authorised since
- 17 February 2025
- First provided advice
- 2004
- Qualifications
- Diploma of Financial Planning, Financial Planning Association of Australia (2005); CFP® Certification Program, FPA (2008); Certified Financial Planner, Financial Planning Association of Australia (2008); Margin Lending and Geared Investments, Kaplan Professional (2011); Self Managed Superannuation Fund, Kaplan Professional (2014); TASA and the TPB Code of Professional Conduct, Kaplan Professional (2014); Aged Care Steps (ACS) Accredited Aged Care Professional Program, Aged Care Steps (2023); Graduate Diploma of Financial Planning, Kaplan Professional (2025)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Caroline Deanna Rees
Caroline Deanna Rees is a financial adviser in Fortitude Valley, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 001245722.
Advice is given under the Australian financial services licence of Horsey Jameson Bird Pty. Ltd., licence number 222029. The current authorisation started on 17 February 2025.
The register records 2004 as the year Caroline first provided financial advice. The qualifications listed for Caroline include Diploma of Financial Planning (Financial Planning Association of Australia, 2005), CFP® Certification Program (FPA, 2008) and Certified Financial Planner (Financial Planning Association of Australia, 2008). Caroline is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Caroline Deanna Rees a registered financial adviser?
Yes. Caroline Deanna Rees is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001245722.
Which licensee does Caroline Deanna Rees work under?
Horsey Jameson Bird Pty. Ltd., Australian financial services licence 222029.
What can Caroline Deanna Rees give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.